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Bristol-Myers Squibb

2,252 hedge funds and large institutions have $71.4B invested in Bristol-Myers Squibb in 2025 Q3 according to their latest regulatory filings, with 158 funds opening new positions, 827 increasing their positions, 983 reducing their positions, and 149 closing their positions.

New
Increased
Maintained
Reduced
Closed

more funds holding in top 10

Funds holding in top 10:

more first-time investments, than exits

New positions opened: | Existing positions closed:

less call options, than puts

Call options by funds: $ | Put options by funds: $

less funds holding

Funds holding:

2.81% less ownership

Funds ownership: 80.6%77.8% (-2.8%)

6% less capital invested

Capital invested by funds: $76.3B → $71.4B (-$4.91B)

16% less repeat investments, than reductions

Existing positions increased: 827 | Existing positions reduced: 983

Holders
2,252
Holders Change
Holders Change %
% of All Funds
Holding in Top 10
19
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
Increased
Reduced
Closed
Calls
$1.39B
Puts
$1.44B
Net Calls
Net Calls Change

Top Buyers

1 +$277M
2 +$246M
3 +$214M
4
Two Sigma Advisers
Two Sigma Advisers
New York
+$168M
5
Arrowstreet Capital
Arrowstreet Capital
Massachusetts
+$165M

Top Sellers

1 -$1.58B
2 -$830M
3 -$405M
4
Fidelity Investments
Fidelity Investments
Massachusetts
-$277M
5
Bank of New York Mellon
Bank of New York Mellon
New York
-$196M
Name Holding Trade Value Shares
Change
Change in
Stake
TWA
1676
Trace Wealth Advisors
California
$297K
SWIM
1677
Smallwood Wealth Investment Management
New Jersey
$297K
RCI
1678
RS Crum Inc
California
$296K
CBA
1679
Coastal Bridge Advisors
Connecticut
$296K
CAM
1680
Cozad Asset Management
Illinois
$295K
BTWM
1681
Baker Tilly Wealth Management
Wisconsin
$294K
BCM
1682
Becker Capital Management
Oregon
$294K
SF
1683
Symphony Financial
Texas
$293K
ABLA
1684
Alan B. Lancz & Associates
Ohio
$293K
TF
1685
Tudor Financial
Ohio
$292K
KAS
1686
KPP Advisory Services
Kentucky
$292K
HWM
1687
Hohimer Wealth Management
Washington
$292K
AFW
1688
Avantra Family Wealth
Pennsylvania
$291K
TFG
1689
Tilson Financial Group
New Jersey
$291K
UIM
1690
Unified Investment Management
Georgia
$290K
SSW
1691
Stone Summit Wealth
Florida
$290K
FWM
1692
Finer Wealth Management
Massachusetts
$289K
SA
1693
Strategic Advisors
New York
$288K
GI
1694
Gradient Investments
Minnesota
$288K
GSWA
1695
Good Steward Wealth Advisors
Tennessee
$288K
MPM
1696
Meritage Portfolio Management
Kansas
$288K
SP
1697
Saranac Partners
$288K
KFA
1698
Kapstone Financial Advisors
Ohio
$288K
PA
1699
PharVision Advisers
Florida
$287K
SA
1700
Sovran Advisors
California
$287K